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Total Expert

Total Expert

Developer of an enterprise-grade marketing and customer engagement platform designed to assist businesses to empower their sales teams for growth. The company's platform aligns marketing, sales and compliance departments in one system, offering the simple creation, distribution and reporting of all marketing materials, enabling businesses to gain greater oversight and audit-ready compliance, fueling fast and confident decisions.

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Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.

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